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Morningstar

TIAA-CREF Social Choice LwCrbn Eq Retl TLWCX

Morningstar Medalist Rating
Medalist Rating as of | See TIAA Investment Hub
  • NAV / 1-Day Return 20.55  /  −0.67 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.580%
  • Expense Ratio 0.580%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.94%
  • Turnover 26%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis TLWCX

Will TLWCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TLWCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TLWCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TLWCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin TIAA-CREF Social Choice LwCrbn Eq Retl's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TLWCX

More TLWCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.48 81.5 Mil
Technology

NVIDIA Corp

4.14 52.0 Mil
Technology

Future on E-mini S&P 500 Futures

2.33 29.3 Mil
—

Eli Lilly and Co

1.70 21.3 Mil
Healthcare

Tesla Inc

1.57 19.7 Mil
Consumer Cyclical

JPMorgan Chase & Co

1.53 19.2 Mil
Financial Services

Visa Inc Class A

1.36 17.1 Mil
Financial Services

UnitedHealth Group Inc

1.34 16.9 Mil
Healthcare

Mastercard Inc Class A

1.25 15.7 Mil
Financial Services

The Home Depot Inc

1.24 15.5 Mil
Consumer Cyclical